What is the opportunity?

At RBC Direct Investing, our Senior Relationship Managers play a critical part of our team by providing expert support to new and existing High Net Worth/Ultra High Net Worth (HNW/UHNW) clients with highly complex needs.

Joining our team will give you the opportunity to showcase your client-focused mindset and ability to identify and develop client centric solutions while being supported by a team committed to your growth and development. At RBC Direct Investing, you will have the resources and support needed to deliver for your clients through partnerships and alignment with RBC Private Banking, RBC Wealth Management and RBC Business Financial Services.

These opportunities are based in Quebec City for Quebec City, Sherbrooke and Eastern Quebec, and in Montreal for Western Quebec and Eastern Ontario.

What will you do?

• Be accountable for the retention and asset growth of an assigned portfolio of RBCDI’s highest value clients located in your market

• Lead with a service mindset, delivering an exceptional partner experience that demonstrates your ability to support them and their clients with a “white glove” level of care

• Know your clients by identifying what is important to them, introduce them to RBC partners when you identify opportunities to add value

• Collaborate with local market partners, including Private Banking (PB) and Business Financial Services (BFS), to identify new high net worth client opportunities that require a specialized and in-person on-boarding experience

• Deliver client seminars and client knowledge sessions to drive engagement and awareness of the RBCDI total value proposition

• Deepen client relationships by offering value added insights, ensuring clients understand how to get the most out of RBC DI’s industry leading online platform

• Be accountable to understand the growth opportunity in your market/s and cultivate Centre of Influence (COI) networks to win new business

What do you need to succeed?

Must-have

• Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs.

• Post-secondary education and a minimum of 4 year of experience in a client service role, driven to help meet clients’ needs

• Proven ability to cultivate strong relationships with both clients and internal stakeholders

• Proven ability to achieve results and KPIs

• 2+ years brokerage or investment industry experience

• Canadian Securities Course (CSC) and Conduct and Practice Handbook (CPH) as role will require Investment Industry Regulatory Organization of Canada (IIROC) registration

• Strong communication, analytical and time management skills, along with an attention to detail

Nice-to-have

• Derivatives Fundamentals Course and Options License (OLC)

• Applied knowledge of Wealth Management practices, risk management and operational procedures

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, fair compensation, commissions, and stock where applicable

• Leaders who help your development through coaching and managing opportunities

• Ability to make a difference and lasting impact

• Work in a dynamic, collaborative, progressive, and high-performing team

Job Skills

Business Development, Coaching Others, Communication, Customer Acquisition Strategy, Customer Relationship Management (CRM) Strategies, Customer Value Management, Long Term Planning, Negotiation, Perseverance and Follow-Through, Sales Channels, Sales Forecasting

Additional Job Details

1 PLACE VILLE MARIE:MONTRÉALMONTRÉALCanada37.5Full timeWEALTH MANAGEMENTRegularSalaried2025-05-142025-05-28

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.